Chief Data Officer

Janney; Philadelphia (Philadelphia County); On-site; USD 260,000 - 320,000; Full time

Benefits offered by this job

Paid Parental Leave

Paid Time Off

Referral bonus

Employee Ownership

Professional Development Assistance

Job summary

Janney Montgomery Scott LLC in Philadelphia seeks a Chief Data Officer to define and execute the firm's enterprise data strategy, turning data into a measurable asset for growth and advisor productivity. You will lead governance, engineering, and analytics to deliver a unified client and business data view.

The role requires 15+ years in data/tech within financial services, and hands-on leadership across data platforms, governance, and analytics. On-site presence is required three days per week.

Qualifications

• Leadership: build and develop high-performing data and analytics teams.
• Strategy: define practical data priorities tied to growth and outcomes.
• Data governance: establish governance, quality standards, and scalable architecture.
• Execution: translate data initiatives into usable tools and insights.
• Data management: establish ownership and standards across core data domains.

Responsibilities

• Defines and owns the firm's data agenda and priority data initiatives.
• Aligns data strategy with business priorities and investments.
• Ensures measurable outcomes and ROI for data investments.
• Creates a unified view of core data domains across platforms.
• Prioritizes high-impact use cases to drive adoption and value.
• Establishes data ownership and governance across teams.
• Oversees data architecture, warehousing, and integrations.
• Partners with FP&A to deliver dashboards for decision-making.
• Embeds data insights into advisor and business workflows.
• Drives data-driven performance measurements and accountability.

Skills

Leadership

Influence

Strategy

Data management

Execution

Education

Bachelor’s degree in technology, data, or business

Advanced degree preferred

Tools

Power BI

Tableau

Snowflake

Job description

Janney Montgomery Scott LLC, 1717 Arch Street, Philadelphia, Pennsylvania, United States of America

Job Description

Posted Sunday, July 19, 2026 at 4:00 AM

Janney is an award-winning full-service financial services firm committed to understanding our clients' needs and providing advice beyond investments. We are equally committed to building a diverse workforce and inclusive culture where employees can use their talents to thrive and grow professionally with the firm.

Position Summary:

The Chief Data Officer will define and execute the firm’s enterprise data strategy,affirmingdata as a practicalactionableasset to drive advisor productivity, client outcomes, and business growth. Reporting to the Chief Operating Officer, this leader partners closelyacrossbusinessandsupport areasand owns the firm’s data agenda, including priority use cases, data platforms, and governance. This person ensures data capabilities translate into measurable business impact and treats data as a business asset with clear ownership, accountability, and value to the firm. The CDO oversees data governance, engineering, and analytics to deliver a unified view of client and business data.

What you are good at:

• Leadership: building and developing high-performing data and analytics teams
• Influence: partnering across business, technology, and field leadership to drive adoption
• Strategy: defining practical data priorities tied toour growth agenda andtargetedbusiness outcomes
• Data management: establishinggovernance, quality standards, and scalable architecture
• Execution: translating data initiatives into usable tools and insights

Responsibilities:

Enterprise data strategy

• Defines and owns the firm’s data agenda, including prioritydatainitiatives and use cases
• Aligns data strategy and investments to business priorities, including recruiting, organic growth, and scalability
• Ensures data investmentshavemeasurable outcomes and clear returnson investment
• Establishes a unified view of core data domains (e.g.,clients, households, accounts, positions) across platforms
• Prioritizes high-impact use cases that drive adoption and business value

Data governance and quality

• Establishes ownership, standards, and definitions for core data domains
• Defines data ownership across business and technology teams, ensuring accountability for definitions,qualityand usage
• Implements a clear dataoperatingmodel, outlining how and when teams engage the data organization
• Serves as central coordinationpointfor enterprise data efforts, includingvendor platform implementations, software development projects, analytics initiatives, anddata requests
• Ensures data quality, integrity, and accessibility across key systems
• Implements governance that improves consistency while enabling speedof delivery
• Drives adoption of governance toolsand processes(e.g., catalog, lineage, stewardship)
• Ensures compliance with regulatory requirements and manages data-related risks

Data architecture and platform

• Oversees and enhances the firm’s datastores(e.g., warehouse)ascorerepositoriesfor enterprise data
• Ensures integration acrosssystems such asCRM, custody, planning, and operationaldata stores
• Drives modular API-first strategy that reduces data sprawlacross systems
• Partners with technology teams to embed data in applications and workflows
• Improves data flows to reduce fragmentation and manual processes

Data standards and tooling

• Establishesfront-to-backstandards forindustry-leadingdata, reporting, and analytics tools
• Rationalizes and streamlinesbusiness intelligence and analytics platforms to reduce fragmentation
• Drives convergence toward a focused set of tools with clear use casesand minimal overlap
• Ensures consistent definitions and reporting logic across the organization

Analytics and insights

• Partners with FP&A to deliver dashboards supporting financial and business decision-making
• Delivers actionable insights to improve advisor productivity and client engagement
• Develops reporting that is trusted, usable, and aligned with business needs

Client and advisor enablement

• Embeds data and insights into advisor and business workflows
• Supports client segmentation, personalization, and book analytics
• Drives adoption and holds business partners accountable for usage

Execution and performance management

• Owns business outcomes and value realization for data initiatives
• Defines success metrics and tracks impact on business performance
• Allocates resources to highest-priority initiatives

Leadership and capability building

• Builds and develops high-performingdata and analytics teamswith deep businessexpertise
• Increases data literacyacross organizationthrough practical enablement
• Oversees sourcing,integration, and effective managementof external data
• Manages relationships with external vendors and data providers

Qualifications and experience:

• Bachelor’s degree in technology, data, or business; advanced degree preferred
• 15+ years of experience in data, analytics, or technology within financial services
• Wealth management experience preferred, other financial services experience will be considered
• Proven ability to build and scale business-focused data capabilities
• Experience with enterprise data warehouses and modern datatools andplatforms(e.g., Power BI, Tableau, Snowflake, etc.)
• Strong understanding of governance, architecture, and analytics ecosystems
• Experience rationalizing tools andestablishingstandards
• Experience driving adoption in a decentralized or advisor-led environment
• Familiarity with regulatory and compliance considerations
• Experience partnering with FP&A and technology teamson report and system implementation
• Demonstrated ability to deliver measurable outcomes
• Prior people management experience, including recruitment and retention of topdatatalent
• Ability to work 3 days a week in Philadelphia office

Why work for us?

Benefits: Janney believes that its employees are the key to what makes a great company. Although work makes up a large portion of an employee’s life, we believe that a balance between work and non-work activities is essential to maintain quality performance and a positive work atmosphere. We offer a competitive package including Paid Parental Leave, generous Paid Time Off, eligibility for a $2,000 referral bonus, Employee Ownership, and Professional Development Assistance Plan designed to help you make the most of your life at work and at home—today and in the future. Explore further.

Janney is an award-winning full-service financial services firm committed to understanding our clients' needs and providing advice beyond investments.We are equally committed to building a diverse workforce and inclusive culture where employees can use their talents to thrive and grow professionally with the firm. Fostering a positive workplace experience remains a top priority. People are our strongest asset.

We recognize that when our team members thrive, our firm is more successful.

Janney is an equal opportunity employer and makes employment decisions on the basis of merit and business needs.

Janney Montgomery Scott LLC, 1717 Arch Street, Philadelphia, Pennsylvania, United States of America